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BY Marcy Supovitz 12/19/2012
The clock is ticking down, both on the end of 2012 and on the first big event of 2013: the NAPA/ASPPA 401(k) Summit. On March 3, 2013 — just a little more than 60 days — the 2013 Summit will kick off in Las Vegas. By a wide margin, the Summit is the biggest 401(k) event of the year. And thanks to...
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BY NAPA Net Staff 12/19/2012
Editor’s Note: This article was published in the November/December issue of "Market Beat," published by the National Tax Sheltered Accounts Association (NTSAA), the nation's only independent, non-profit association dedicated to the 403(b) and 457 markets. By Michael WebbMany advisors who are...
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BY NAPA Net Staff 12/19/2012
In an era of low interest rates and risky markets, should advisors consider recommending alternative investments like real estate? Before you say yes, consider these practical considerations:• Prohibited transactions — either outright or self dealing — and conflict-of-interest rules• Even greater...
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BY NAPA Net Staff 12/18/2012
With advisors aging, where will the next crop come from? Success rates at major brokerage firms can be as low as 30%, and it can be harder for smaller firms that do not have the resources or time to train newbies. With only 5% of advisors under 30 and 55% over 50 — and a nation with a growing need...
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BY NAPA Net Staff 12/18/2012
Do we need another retirement scheme that fits somewhere between 401(k)s and Social Security? The answer is yes, according to Santa Clara professor Meir Statman. Too many people either don’t participate in or save enough in the “libertarian” 401(k) scheme, Statman, says, in part because of...
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BY NAPA Net Staff 12/18/2012
Though most larger companies and government entities are backing away from defined benefit plans, DBs might make sense for smaller firms where the principals are looking to put away at least $50,000 and have a 5- to 10-year time horizon. With taxes likely to go up and Congress looking at lowering...
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BY John Carl 12/18/2012
The ERISA consultants at the Columbia Management Retirement Learning Center Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. A recent call with an advisor in Colorado is representative of a common...
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BY NAPA Net Staff 12/17/2012
Retirement planning may be too late for many baby boomers; Gen Xers (age 30-44) are burdened with debt; and Millenials (age 21-30) have low savings and participation rates. It seems like a day does not pass without some research from a retirement provider about the lack of retirement savings and...
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BY NAPA Net Staff 12/17/2012
Though he’s not popular with New Jersey public employees, Gov. Chris Christie (R) seems likely to play the “Constant Gardener” with the state pension scheme in the wake of a report by the State Budget Crisis Task Force headed by Paul Volker and Rutgers professor Richard Keevy. Though recent reforms...
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BY NAPA Net Staff 12/17/2012
The DOL is moving forward with its plan to issue a new proposed regulation on retirement plan benefit statements. Reportedly, the proposed regulation will include the DOL’s initiative on lifetime income by providing for disclosure of an equivalent annuity benefit. This would be in the form of an...
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